See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,519 | $189,613+70.6% | $167,512+93.1% | $142,382+127.2% |
| Participation rate | 81.8% | 80.1%+1.7pp | 77.1%+4.8pp | 80.1%+1.7pp |
| Annual return | 13.71% | 2024.68%-2011.0pp | 1615.79%-1602.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,090 | $4,349-51.9% | $3,882-46.2% | $4,299-51.4% |
| Participant deferral / active EE | $9,398 | $6,981+34.6% | $6,405+46.7% | $6,507+44.4% |
| Admin fee / account holder | $14,895 | $10,528+41.5% | $9,769+52.5% | $12,624+18.0% |